About us

• Providing independent wealth & estate planning as well as Family Office services.
• Boutique approach with strong emphasis on personal relationship with clients.
• Consistent team with extensive experience in legal, inheritance and trust/fiduciary matters.
• Representing Swiss values in a politically, economically and financially stable Swiss environment.  
• Professional experience as senior advisors and managers in international consulting firms and banks.
• Supervised by the oldest and largest official, FINMA-recognized self-regulatory organisation (VQF).